Tools for Better Customer Communications An ACEware Webinar with Chuck Havlicek

Possibilities! Contacting an individual ing a classRegistration Confirmations/Receipts & CertificatesCourse Reminder & Follow-ups Emergency & SMS

80% of smart phone users check their phone within 15 minutes of waking up

Contacting an Individual

Double-click field

Name Quick Reports

As long as we’re talking about Student ... ?? How about Instructors ?? Same feature available on the instructor screen. Double-click field

Creating HTML (a little help)

HTML Tool From aceware.com Customers/Student Manager Resources/Create HTML s

ing a Class

Quick to Class

Report of students who will receive , and those without addresses

options Send a carbon copy Include signature Send yourself a copy Send instructor a carbon copy Include first name of student as salutation? Include attachment Meter Flow of s (to avoid internal Anti- Spam flag)

Mass Merge to Class Different because of additional options & because it’s based on a template

FYI – We’re offering a breakout session on editing templates at our annual user’s conference in May Manhattan, Kansas May 18-20, 2016 ( Registration info already on our website)

Mail Merge Options Note the opportunity to make a log entry

You can also send “Stock” or personalized (mail merge) s to your entire database. justafter(‘do mergmail’) Personalized Or justafter('=do ()') Stock Message

Registration Receipts, Confirmations & Certificates

Registrations Confirmations, Receipts & Certificates are Transactional Messages Transactional s have a specific informational purpose and are usually initiated at the request of the student 3X On average, a student will read transactional s and store the message indefinitely

Your participants are frequently watching for this information Take advantage of the opportunity!

Receipts and Confirmations Registration Screen / Print Receipt

Mass receipts Reports / Registrations / Receipts / Additional Report – Mass Receipts There is a Report Template in the Report Templates Area on our website Customers/Student Manager Resources/Report Templates

Editing Templates Module / Catalog / Templates

Course Reminders & Followups Automatic Manual

Automatic (mostly) Enable Course Reminders

Manual: Course Reminders for a single class Use “Send Mass Merge to Class” option on Course Quick Reports Select “Reminder Template”

Controlling Which Courses Get Reminders If you answer “No” during the setup, you can work on a course-by-course basis

Followups work similarly to reminders Enable in Preferences Build or install template Send to single course or all courses NOTE: A NEW Feature Released SM8.Ver.028 +

SMS & Emergency

Remember... for SMS to work Student must have a cell phone listed AND Opt In must be checked on name screen

If you want to learn more about SMS We have a webinar for that in Webinar Archive

SMS Messages can be sent to... Individual Class To all names in a report As an emergency message to everyone with a class that meets on a specific day

SMS Messages to an Individual Very similar to sending an individual an ... From the name screen, double-click the “Cell Phone” field to open the SMS screen

SMS Messages to a Class All, Date & Select Functions are available options

SMS Messages Templates Class Reminder Run from Tools / Student Reminders

Send SMS Message to Names in a Report justafter("do massSMS")

Emergency SMS Messages You will be ask for the date of emergency

You can edit or create new SMS templates from Module / Catalog / SMS Templates Chuck, can I edit the SMS Templates? Excellent help is available for editing templates in our Online Help page

Emergency Tools / Emergency Fill in date of emergency The templates pull your organization’s name from the “Org Default Preferences” and substitutes the contents for Your University in the message

Location specific emergency You will be ask for the specific dates and the location/building and, will have an opportunity to edit the existing text

Yea.. Even More Marketing Tools… SHOUPCLS() Allows you to send a personalized to a student that Lists upcoming courses, that match his/her interest profile! DO () Can send a standard (with HTML or plain text) to Select groups of student/prospects in your database NOTE: The “Last Minute” some of you received yesterday was created with the HTML builder tool and sent out via DO ()

SHOUPCLS (example) Inserted into an , the user gets a list of upcoming classes.. AND you can Link them DIRECTLY to your ACEweb Check out page!

Questions????

Did you get your February newsletter ? If you did, you already know about our next webinar!

Understanding Payments & Deposits February 17, 2016, 1:30 PM Central

ACEware 20th Annual Users’ Conference May 18– 20, 2016 / Hilton Garden Inn, Manhattan Kansas